This page explains how to add staff users to your Foundation Roster site. By adding staff members, you can share daily work like managing students and leads, without limits on how many people can help run your business. Foundation Roster allows you to add an unlimited number of staff users to your site. This makes it easy to give access to front desk staff, instructors, or partners, while keeping control over who can manage the account.
Only Site Admins can add or manage users.
How to Invite a New User #
- Click Account Settings.
- Open the Users tab.
- If you do not see this tab, you are not logged in as a Site Admin.
- Click Invite User.
- Enter your team member’s name.
- Choose a role for the user:
- Site Admin – Full access, including the ability to add or remove users.
- Standard User – Access for daily tasks, like managing students and leads.
- Click Send Invite.
That’s it. The invited user will receive an email with instructions to create their account and join your site.
Important Note About Site Admins #
Site Admins can:
- Add new users
- Remove users
- Delete other Site Admins. Don’t worry – you can’t accidentally delete your own account!
Because of this, only assign the Site Admin role to people you fully trust.
Revoking Access #
If you decide that a user should no longer have access:
- Go to Account Settings → Users.
- Find the user.
- Click Revoke Access.
- Confirm to revoke their invitation or remove their access.
Their access to your site will end immediately.
By managing users carefully, you can give your team the access they need while keeping your site secure and organized.
